Authenticate requests to the Contacts API from Crowdcast using OAuth2 tokens or API keys. Store credentials securely and rotate them regularly to maintain secure access.
Crowdcast authenticates to GHL using OAuth2 or API tokens. Ensure scopes include read and write access for contacts, tasks, notes, and appointments.
1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) POST /contacts/ 10) PUT /contacts/:contactId 11) DELETE /contacts/:contactId 12) POST /contacts/:contactId/tasks 13) PUT /contacts/:contactId/tasks/:taskId 14) PUT /contacts/:contactId/tasks/:taskId/completed 15) DELETE /contacts/:contactId/tasks/:taskId 16) POST /contacts/:contactId/tags
Trigger: a contact is created or updated in the Contacts API
Actions: fetch contact details, pull associated tasks, and create or update tasks in Crowdcast
Method path: GET /contacts/:contactId and GET /contacts/:contactId/tasks
Key fields: contactId, email, name, taskId, status
Trigger: notes or appointments are updated for a contact
Actions: upsert notes and appointments in Crowdcast, attach to the contact profile
Method path: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments
Key fields: contactId, noteId, appointmentId
Trigger: a new task is created or updated in the Contacts API
Actions: create or update tasks in Crowdcast and reflect status changes in real time
Method path: POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
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Automatic data synchronization reduces manual data entry and errors
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Understand the essential terms: API, endpoints, authentication, rate limits, pagination, webhooks, and data mapping.
A defined set of endpoints that let Crowdcast read and write data to the Contacts API.
The process to prove identity and grant access to the API (e.g., OAuth2 tokens or API keys).
A specific path you call to perform an action, such as /contacts/:contactId.
Retrieving large data sets in smaller chunks to avoid overloading the API and to improve performance.
Automatically pull contact details when a lead converts on Crowdcast and push to the Contacts API for scoring and routing.
Create onboarding steps in Crowdcast based on tasks from the Contacts API to guide new users.
Trigger post-event follow-ups in Crowdcast when appointment data changes in the Contacts API.
Obtain OAuth2 tokens or API keys from GHL to authorize calls from Crowdcast.
Map fields like name, email, notes, and tasks between Crowdcast and the Contacts API.
Run test calls to verify data sync and handle errors gracefully.
You can authenticate using OAuth2 tokens or API keys. OAuth2 is recommended for long-term access with token refresh, while API keys provide a simpler setup for quick tests. Be sure to store credentials securely and rotate them regularly. If using OAuth2, ensure the app has the necessary scopes for reading and updating contacts, tasks, notes, and appointments.
Start with GET /contacts/:contactId to retrieve a contact, then use GET /contacts/:contactId/tasks to pull related tasks. These endpoints establish the base reference for syncing. As you expand, you can integrate POST /contacts/ to create new contacts and POST /contacts/:contactId/tasks to create tasks directly from Crowdcast.
No code is required to start, but a basic understanding of API concepts helps. You can use built-in Crowdcast automations or a middleware tool to map fields and set up triggers. For more complex mappings, a developer can extend the integration with custom logic using the provided endpoints.
The API enforces rate limits. If you approach the limit, implement backoff logic and retries. Consider batching writes where possible (e.g., creating multiple notes in a single call if supported) and schedule bulk sync windows during off-peak hours.
Yes. You can trigger Crowdcast actions when a contact task is created, updated, or completed in the Contacts API. This enables real-time task-driven workflows and timely follow-ups within your campaigns.
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